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News

Consumer Duty biggest challenge for 2023, say retail investment firms

Regulation

Consumer Duty biggest challenge for 2023, say retail investment firms

Model Office fourth annual benchmark report highlights firms’ concerns

clock 17 November 2022 • 1 min read
Autumn Statement 22: A close look at what advisers must watch for

Tax planning

Autumn Statement 22: A close look at what advisers must watch for

All eyes on crucial tax issues advisers will need to wade through

clock 17 November 2022 • 7 min read
'Elephant in the jungle': FCA chief addresses Consumer Duty worries

Regulation

'Elephant in the jungle': FCA chief addresses Consumer Duty worries

FCA has overcome ‘biggest stumbling blocks’ in rule implementation

clock 17 November 2022 • 4 min read
IHT freeze: Advisers say mitigation is 'all in the planning'

Tax planning

IHT freeze: Advisers say mitigation is 'all in the planning'

Expected IHT threshold freeze could last until 2028

clock 17 November 2022 • 3 min read
Clients rate advisers good with 'room for improvement'

Your profession

Clients rate advisers good with 'room for improvement'

NextWealth report looks at implications of Consumer Duty rules

clock 16 November 2022 • 2 min read
FOS to change funding model levy and trial new group fee arrangement

Regulation

FOS to change funding model levy and trial new group fee arrangement

Compulsory jurisdiction and voluntary jurisdiction set for overhaul

clock 16 November 2022 • 2 min read
Consumer Duty rules drive advice firms to run their own platforms

Platforms

Consumer Duty rules drive advice firms to run their own platforms

Investment platforms integral to professional advice, experts say

clock 16 November 2022 • 5 min read
The next generation: Continuum on having 60% of clients under 60

Your profession

The next generation: Continuum on having 60% of clients under 60

‘Encouraging clients to include younger generations'

clock 16 November 2022 • 2 min read
Hybrid platform to tackle advice gap with automated planning

Your profession

Hybrid platform to tackle advice gap with automated planning

Advisers enabled to ‘jump in’ and help clients during planning process

clock 16 November 2022 • 2 min read
Ex-FCA chair warns FSM Bill 'risks regulators' independence'

Regulation

Ex-FCA chair warns FSM Bill 'risks regulators' independence'

Charles Randell calls to leave institutions alone

clock 16 November 2022 • 2 min read
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